TJX Companies (TJX) Buy, Sell or Hold

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TJX Companies (TJX)

154.22

+0.74 (0.48%)

as of Jul 24, 2026, 8:00:00 pm Market Open.

116 watching

Investor Insights

Jul 26, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

TJX Companies has been experiencing some volatility in the stock market, recently down 5.85% over the past month, creating what some experts view as a buying opportunity. The company is benefiting from consumers opting for lower-priced goods, particularly by purchasing excess inventory from struggling retailers. With impressive Black Friday sales and a strong customer base that includes high-income shoppers, there is optimism ahead of the upcoming earnings report. Experts note that TJX's stock trades at a premium, reflected in a PEG ratio of 2.7, but the stock's long-term growth potential and strong fundamentals are seen as justifying this valuation. Furthermore, their ability to sidestep tariffs and the observed margin expansion positions them favorably within the retail sector, particularly in off-price retail segments. Overall, while there is caution regarding the broader consumer market, TJX is highlighted as a strong holding in the current economic climate.

Consensus

Buy

Valuation

Fair Value

Similar

Ross, ROST

SELL

They have done stunningly well over the last 20 years but for a large company it gets increasingly difficult to grow at decent rates, so he is thinking of selling it.

BUY

They report Wednesday. TJX quietly makes money and this time shouldn't be different.

BUY

He read an excellent report today on TJX. He recommended selling this way too soon and he's now angry at himself. This will be a monster good stock in the spring reopening.

DON'T BUY

Covid could be a great long-term opportunity for TJX, because they buy clothes and other products from distressed merchants, but short-term he doesn't see many customers, because they don't sell essential, must-have items during this pandemic. He expects a disappointing quarter. They report next week.

PARTIAL SELL

He questions how good it is, because it's a retail store. Has good inventory. Doesn't scream higher. He sold some of his shares.

COMMENT

It has a poor online presence and has the wrong inventory. Its footprint isn't designed for social distancing whereas Costco aisles are so wide you can drive car down them. The stock has been bouncing, helped by getting inventory from dying retailers. This will be in great shape once the pandemic is under control and people can safely shop again. Up 2.5% today on hopeful vaccine news. so the market is impatient.

DON'T BUY

TJX-N are stores that were doing amazing business prior to the pandemic. It is hard to imagining how they will come back.

PAST TOP PICK

(A Top Pick Feb 28/19, Up 19%) Relatively defensive retail name. Nimble, agile, able to respond to fashion and the economy. Amazing earnings report yesterday. Earnings above estimates. Hiked dividend. Announced a buyback. Raised guidance.

PAST TOP PICK

(A Top Pick Jan 07/20, Up 4%) It has been on a tear. They get a lot of their product from companies going out of business. This has been a strong seasonal trade over the years.

TOP PICK

Jan. 23 to March 31 is seasonality. People have been down on retail for so long because of the Amazon effect. But TJX sources its merchandise from ailing brick-and-mortar stores to sell at wide margins. TJX has done well. January to March seasonality has been strong in recent years. Chart looks good, so seasonality is likely to repeat. (Analysts’ price target is $65.15)

PAST TOP PICK

(A Top Pick Apr 12/18, Up 34%) Their ability to be very nimble, to change inventory quickly helps the bottom line. In an economy that could slow down, you want to own a company like this. They are expanding internationally also. People like shopping at Winners.

PAST TOP PICK

(A Top Pick Jan 14/19, Up 12%) TJX runs the Winners discount clothing stores--in recessions people shop at downmarket chains like this. Late-January to end-March is their seasonality and it outperformed this year.

BUY

TJX is best in breed and they'll always have an offering that isn't online and is offered in shops. They turn their inventory weekly. There's always a new deal. A great model. Free cash flow is strong and has really competent management. Note that retail tends not to be good late-cycle, but TJX has great numbers. It's hard to not like them, but definitely this is defensive.

TOP PICK

Basically Marshalls, Winners and Home Senses. 4,000 stores. They are very nimble. Traffic is very strong. If the economy goes south they can change what they are doing. They just announced a $1.5 billion share buy back. It continues to rock and roll. Great stock for the defensive growth investor. (Analysts’ price target is $55.72)

BUY

It's had a great rise and a healthy pullback to a level he likes. He'd buy.

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TJX Companies (TJX)